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Concerns about medical expenses are sky-high, but there are solutions.
January 23 -
Clients can end up with $1 million in retirement by saving $298 every month and maintain an investment portfolio consisting of stocks, corporate bonds and municipal bonds.
January 23 -
Gap in coverage concerns older clients; planners are also taking a closer look at HSAs.
January 20 -
IRA investors who turn 70 before June 30 have a little more than a year to make their first withdrawal.
January 19 -
Your late clients' surviving spouses or children are entitled to a $255 lump-sum death benefit, as long as they meet these requirements.
January 18 -
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Clients are likely to overlook the possibility of portfolio failure, unexpected financial responsibility and health issues.
January 13 -
While some experts recommend annuitizing at least 25% of savings to generate guaranteed income in retirement, clients should weigh other options before making a decision.
January 12 -
The U.S. ranks poorly among 14 developed nations, with U.S. females having the shortest life spans and U.S. males the second shortest.
January 11 -
There are limits to how much clients can contribute — exceeding these thresholds can result in costly penalties.
January 3